- Inception
- 20 Feb 2024
- Fund managers
- Sandeep Tandon (since 20 Feb 2024), Sameer Kate (since 06 Mar 2025)
- Benchmark
- Nif ty PSE TRI
- Portfolio turnover
- 2.28
- Minimum investment
- ₹ 5,000
- SIP minimum
- ₹ 1000
- Exit load
- For redemptions / switch outs (including SIP/STP) within 15 days f rom the date of allotment of units, irrespective of the amount of investment: 1%. No exit load shall be applicable on switches f rom Regular Plan to Direct Plan and vice versa, under the same scheme
- Standard deviation
- 24.95%
- Beta
- 1.03
- Sharpe
- -0.06